DOSSIER · 13F-HR · Q2 2026

Chicago Wealth Management, Inc.

$282M in tracked AUM across 63 positions as of Q2 2026.

CW
CIK 0001592178 · last filed Jun 30, 2026
Total AUM
$282M
as of Q2 2026
Holdings
63
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Chicago Wealth Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SOXX
ISHARES TR
$23M35K8.0%
02
XLI
SELECT SECTOR SPDR TR
$16M88K5.8%
03
IDV
ISHARES TR
$14M333K4.9%
04
LIT
GLOBAL X FDS
$14M173K4.8%
05
REMX
VANECK ETF TRUST
$13M151K4.7%
06
VPL
VANGUARD INTL EQUITY INDEX F
$13M115K4.7%
07
CLIP
GLOBAL X FDS
$13M130K4.6%
08
QQQ
INVESCO QQQ TR
$13M17K4.5%
09
VGK
VANGUARD INTL EQUITY INDEX F
$13M144K4.5%
10
XBI
SPDR SERIES TRUST
$12M79K4.4%

Filing history

2026Q2Jun 30
$282M 12.5%
63 positionsView →
2026Q1Mar 31
$251M 0.7%
59 positionsView →
2025Q4Dec 31
$249M 8.4%
53 positionsView →
2025Q3Sep 30
$229M 9.3%
50 positionsView →
2025Q2Jun 30
$210M 10.0%
48 positionsLocked
2025Q1Mar 31
$191M 0.9%
48 positionsLocked
2024Q4Dec 31
$193M 2.7%
50 positionsLocked
2024Q3Sep 30
$187M 7.8%
49 positionsLocked
2024Q2Jun 30
$174M 3.3%
49 positionsLocked
2024Q1Mar 31
$168M 15.0%
48 positionsLocked
2023Q4Dec 31
$146M 15.3%
44 positionsLocked
2023Q3Sep 30
$127M 3.3%
40 positionsLocked
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